![]() ![]() Liquid Ledger 2: This actually had some potential, but I could not find a way to download transactions from banks, get quotes online for investments and there were bugs seen when deleting accounts (like this mysterious 0 folder that appeared).SplashMoney: Again, does not support investments.Fortora Fresh Finance: Does not support investments from what I could see.Cha-Ching 1.2.3: Interface had some nice appeal, but it does not support the tracking of investments. ![]() It felt too "Windows-ee" on the Mac, and if I am going to go to the Mac, I want to go all out. MoneyDance 2008 (build 629): I think this would do what I want it to do, but, selfishly, I did not like the user interface.And they would not allow me to be part of the beta, for whatever reason. Quicken Financial Life (QFL): Not out until Summer of 2009.No way to enter stock holdings, for example. But, it currently cannot not track investments. Moneywell 1.4: From a potential curve, Moneywell wins.It takes some getting used to, but this is what I consider a true Mac application. I could get iBiz to do that if I want, and the cost would not be much more than Microsoft Money Plus Home and Business. It DOES NOT have simple business invoicing. It downloads data automatically from some institutions (but not all major ones). Blows all of the other ones out of the water on that front. But the interface is absolutely gorgeous in my opinion. Not perfect by any stretch (e.g., not intuitive on manually entering securities in an investment account – have to currently use the "Move Shares" transaction, which is weird). iBank 3.3.2: Well, this is the best of the bunch in my opinion.I didn’t have a ton of time to do an exhaustive check and review of financial applications for the Mac, so first impressions became *very* important. Can generate simple invoices for business and keep track of accounts receivable (for my company Twin Roots).īut below are my findings.Looks like a genuine Mac application (not a Windows port).Keeps track of both bank and investments accounts.Allows for online download of transactions from institutions. ![]() It was actually a harder task than I thought, and I can’t definitively say that any of the software I looked at blew Microsoft Money out of the water.Īs I have said before, I am looking for a program that: Additionally, the program offers access to video tutorials and an online help section.In my seemingly never ending quest to find comparable applications on the Mac that I have on my Windows PC, I searched for a personal finance package that could replace Microsoft Money. ![]() A row of buttons along the bottom also allows users to quickly reconcile accounts, as well as access their spending plan, reports, and other advanced functions. The main window lists all of the debits and credits by transactions, which are each well-labeled and color-coded for easy identification. Income and expense information is also present in this area, below the accounts. A listing of the overall balances of every account imported sits on a left sidebar, and is easy to locate. The program, itself, lists the current account balance at the top of the main window, along with the current account status. This is helpful so users avoid making mistakes on their actual account files. Users can immediately use the program on their accounts or play with it using a sample document. The program comes with a fully-functional, free trial version limited to 200 transactions.Īfter downloading, MoneyWell for Mac starts up with an initial menu that features good graphics and well-labeled buttons. With a number of useful features for keeping track of your cash flow, accounts, income, and expenses, MoneyWell for Mac takes the traditional envelope budgeting method to a whole new level. ![]()
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